Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change, as Modified by Amendment No. 1, Relating to an Amendment to the Generic Listing Standards for Trust Shares, 6637-6639 [E7-2248]
Download as PDF
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room. Copies of such filing also will be
available for inspection and copying at
the principal office of NASD. All
comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NASD–2007–009 and
should be submitted on or before March
5, 2007.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act that the
proposed rule change (SR–NASD–2007–
009) is approved on an accelerated
basis.
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.17
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–2303 Filed 2–9–07; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–55211; File No. SR–Phlx–
2006–79]
Self-Regulatory Organizations;
Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting
Accelerated Approval of Proposed
Rule Change, as Modified by
Amendment No. 1, Relating to an
Amendment to the Generic Listing
Standards for Trust Shares
sroberts on PROD1PC70 with NOTICES
January 31, 2007.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Exchange Act’’),1 and Rule 19b–4
thereunder,2 notice is hereby given that
on November 29, 2006, the Philadelphia
Stock Exchange, Inc. (‘‘Phlx’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which items have been
substantially prepared by the Exchange.
On January 29, 2007, the Exchange filed
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
19:52 Feb 09, 2007
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Phlx Rule 803—Criteria for Listing—
Tier 1, regarding generic listing
standards for Trust Shares. The text of
the proposed Phlx Rule is set forth
below, with new text italicized and
deleted text [bracketed].
Rule 803 Criteria for Listing—Tier I
*
*
*
*
*
(a)–(h) No Change.
(i) Trust Shares
(1)–(10) No Change.
(11) The Exchange may approve a
series of Trust Shares for trading,
whether by listing or pursuant to
unlisted trading privileges, pursuant to
Rule 19b–4(e) under the Securities
Exchange Act of 1934 provided each of
the following criteria is satisfied:
(a) Eligibility Criteria for Index
Components. Upon the initial listing of
a series of Trust Shares on the
Exchange, the component stocks of an
index or portfolio underlying such
series of Trust Shares shall meet the
following criteria as of the date of the
initial deposit of cash and securities
into the trust:
(i)–(ii) No Change.
(iii) The most heavily weighted
component stock cannot exceed
[25]30% of the weight of the index or
portfolio, and the five most heavily
weighted component stocks cannot
exceed 65% of the weight of the index
or portfolio;
(iv)–(v) No Change.
(b)–(h) No Change.
(j)–(m) No Change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change, and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
Jkt 211001
places specified in Item III below. The
Exchange has prepared summaries,
substantially set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to conform Phlx’s generic
listing standards for Trust Shares,
specifically Rule 803(i)(11)(a)(iii), to the
standards of other exchanges. Phlx Rule
803 provides generic listing standards
for Trust Shares to permit listing and
trading of these securities pursuant to
Rule 19b–4(e) under the Act.4 Rule 19b–
4(e) provides that the listing and trading
of a new derivative securities product
by a self-regulatory organization shall
not be deemed a proposed rule change,
pursuant to paragraph (c)(1) of Rule
19b–4,5 if the Commission has
approved, pursuant to Section 19(b) of
the Act,6 the self-regulatory
organization’s trading rules, procedures
and listing standards for the product
class that would include the new
derivative securities product, and the
self-regulatory organization has a
surveillance program for the product
class.7
These generic listing standards are
intended to ensure that stocks with
substantial market capitalization and
trading volume account for a substantial
portion of the weight of an index or
portfolio. Phlx Rule 803 provides that,
upon the initial listing of a series of
Trust Shares under Rule 19b–4(e),
component stocks that in the aggregate
account for at least 90 percent of the
weight of the index or portfolio must
have a minimum market value of at least
$75 million. In addition, the component
stocks in the index must have a
minimum monthly trading volume
during each of the last six months of at
least 250,000 shares for stocks
representing at least 90 percent of the
weight of the index or portfolio.
Currently, Rule 803(i)(11)(a)(iii)
provides that the most heavily weighted
component stock in an underlying index
cannot exceed 25 percent of the weight
of the index or portfolio, and the five
most heavily weighted component
stocks cannot exceed 65 percent of the
weight of the index or portfolio. The
4 17
CFR 240.19b–4(e).
CFR 240.19b–4(c)(1).
6 15 U.S.C. 78s(b).
7 See Securities Exchange Act Release No. 40761
(December 8, 1998), 63 FR 70952 (December 22,
1998).
5 17
3 In Amendment No. 1, the Exchange
supplemented the rationale for its request for
accelerated approval and made technical changes to
the proposed rule text.
17 17
VerDate Aug<31>2005
Amendment No. 1 to the proposed rule
change.3 The Commission is publishing
this notice to solicit comments on the
proposed rule change from interested
persons, and is granting accelerated
approval to the proposed rule change as
modified by Amendment No. 1.
PO 00000
Frm 00121
Fmt 4703
Sfmt 4703
6637
E:\FR\FM\12FEN1.SGM
12FEN1
6638
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
Exchange proposes to increase from 25
percent to 30 percent the permissible
weight of the most heavily weighted
component stock in an underlying
index. The Exchange is not amending
the existing requirement that the five
most heavily weighted stocks cannot
exceed 65 percent of the weight of the
index or portfolio. According to the
Exchange, this change will provide
additional flexibility to unit investment
trusts to be listed pursuant to Rule 19b–
4(e) in structuring their products and
will help reduce possible concerns
associated with a single stock exceeding
the 25 percent threshold immediately
prior to initial listing and trading due to
a spike in the price of the most heavily
weighted index stock. The Exchange
notes that, notwithstanding this change,
unit investment trusts (including Trust
Shares) are subject to Internal Revenue
Code Subchapter M requirements
applicable to regulated investment
companies. In order to maintain
regulated investment company status,
these entities would be required to
rebalance their portfolios quarterly to
avoid any one stock exceeding a 25
percent weighting in the trust’s
portfolio.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 8 in general, and furthers the
objectives of Section 6(b)(5) of the Act 9
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest, and is
not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
sroberts on PROD1PC70 with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange states that written
comments were neither solicited nor
received.
8 15
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
VerDate Aug<31>2005
19:52 Feb 09, 2007
Jkt 211001
the rules and regulations thereunder
applicable to a national securities
Interested persons are invited to
exchange.10 In particular, the
submit written data, views, and
Commission finds that the proposed
arguments concerning the foregoing,
rule change is consistent with the
including whether the proposed rule
requirements of Section 6(b)(5) of the
change is consistent with the Act.
Exchange Act,11 which requires, among
Comments may be submitted by any of
other things, that the Exchange’s rules
the following methods:
be designed to promote just and
Electronic Comments
equitable principles of trade, to remove
• Use the Commission’s Internet
impediments and to perfect the
comment form (https://www.sec.gov/
mechanism of a free and open market
rules/sro.shtml); or
and a national market system, and in
• Send an e-mail to rulegeneral, to protect investors and the
comments@sec.gov. Please include File
public interest. The Commission
No. SR–Phlx–2006–79 on the subject
believes that the proposed rule change
line.
is reasonably designed to provide
additional flexibility in the listing of
Paper Comments
Trust Shares under the Exchange’s
• Send paper comments in triplicate
generic listing standards. Further, the
to Nancy M. Morris, Secretary,
Commission believes that the proposed
Securities and Exchange Commission,
rule change will serve to protect
100 F Street, NE., Washington, DC
investors and the public interest by
20549–1090.
maintaining the size and liquidity
All submissions should refer to File
requirements applicable to the securities
Number SR–Phlx–2006–79. This file
underlying the relevant index or
number should be included on the
subject line if e-mail is used. To help the portfolio.
Commission process and review your
The Commission finds good cause for
comments more efficiently, please use
approving the proposed rule change
only one method. The Commission will prior to the 30th day after the date of
post all comments on the Commission’s publication of the notice of filing thereof
Internet Web site (https://www.sec.gov/
in the Federal Register. The
rules/sro.shtml). Copies of the
Commission has previously approved
submission, all subsequent
similar proposals by the American Stock
amendments, all written statements
Exchange LLC (‘‘Amex’’), Chicago Board
with respect to the proposed rule
Options Exchange, Incorporated
change that are filed with the
(‘‘CBOE’’) and New York Stock
Commission, and all written
Exchange LLC (‘‘NYSE’’).12 Therefore,
communications relating to the
the proposed rule change does not raise
proposed rule change between the
any new issues.
Commission and any person, other than
those that may be withheld from the
V. Conclusion
public in accordance with the
It is therefore ordered, pursuant to
provisions of 5 U.S.C. 552, will be
Section 19(b)(2) of the Act 13 that the
available for inspection and copying in
proposed rule change (SR–Phlx–2006–
the Commission’s Public Reference
Room. Copies of such filing also will be 79), as modified by Amendment No. 1,
is approved on an accelerated basis.
available for inspection and copying at
the principal office of the Exchange. All
comments received will be posted
without change; the Commission does
10 In approving this proposed rule change, the
not edit personal identifying
Commission notes that it has considered the
information from submissions. You
proposed rule’s impact on efficiency, competition,
should submit only information that
and capital formation. See U.S.C. 78c(f).
you wish to make available publicly. All
11 15 U.S.C. 78f(b)(5).
submissions should refer to File
12 See Securities Exchange Act Release Nos.
Number SR–Phlx–2006–79 and should
44532 (July 10, 2001), 66 FR 37078 (July 16, 2001)
(SR–Amex–2001–25) (approving an increase for
be submitted on or before March 5,
indexes underlying Portfolio Depositary Receipts
2007.
III. Solicitation of Comments
IV. Commission Findings and Order
Granting Accelerated Approval of a
Proposed Rule Change
After careful consideration, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Exchange Act and
PO 00000
Frm 00122
Fmt 4703
Sfmt 4703
and Index Fund Shares listed on the Amex); 44908
(October 4, 2001), 66 FR 52161 (October 12, 2001)
(SR–CBOE–2001–38) (approving an increase for
indexes underlying Index Portfolio Receipts and
Index Portfolio Shares listed on the CBOE); 53934
(June 1, 2006), 71 FR 33326 (June 8, 2006) (SR–
NYSE–2006–39) (approving an increase for indexes
underlying Investment Company Units).
13 15 U.S.C. 78s(b)(2).
E:\FR\FM\12FEN1.SGM
12FEN1
Federal Register / Vol. 72, No. 28 / Monday, February 12, 2007 / Notices
For the Commission, by the Division of
Market Regulation, pursuant to delegated
authority.14
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7–2248 Filed 2–9–07; 8:45 am]
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration # 10797 and # 10798]
Florida Disaster # FL–00019
Small Business Administration.
Notice.
AGENCY:
SUMMARY: This is a Notice of the
Presidential declaration of a major
disaster for the State of Florida
(FEMA—1679—DR), dated 02/03/2007.
Incident: Severe Storms and
Tornadoes.
Incident Period: 02/01/2007 through
02/02/2007.
DATES: Effective Date: 02/03/2007.
Physical Loan Application Deadline
Date: 04/04/2007.
Economic Injury (EIDL) Loan
Application Deadline Date: 11/05/2007.
ADDRESSES: Submit completed loan
applications to: Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
President’s major disaster declaration on
02/03/2007, applications for disaster
loans may be filed at the address listed
above or other locally announced
locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties (Physical Damage
and Economic Injury Loans): Lake;
Seminole; Sumter; Volusia
Contiguous Counties (Economic
Injury Loans Only): Florida: Brevard;
Citrus; Flagler; Hernando; Marion;
Orange; Osceola; Pasco; Polk; Putnam.
The Interest Rates are:
sroberts on PROD1PC70 with NOTICES
Percent
For Physical Damage
Homeowners With Credit
Available Elsewhere ..........
Homeowners
Without
Credit
Available Elsewhere ..................
14 17
5.750
2.875
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
19:52 Feb 09, 2007
Jkt 211001
Avenue Research Library, 101 Auburn
Avenue, NE., Atlanta, GA 30303. The
Businesses With Credit Availpurpose of the meeting is to receive
able Elsewhere ..................
8.000 comments and testimony from small
Other (Including Non-Profit
business owners, small government
Organizations) With Credit
entities, and small non-profit
Available Elsewhere ..........
5.250
organizations concerning regulatory
Businesses And Non-Profit
enforcement and compliance actions
Organizations
Without
Credit Available Elsewhere
4.000 taken by Federal agencies.
Anyone wishing to attend or to make
For Economic Injury
a presentation must contact James
Businesses & Small Agricultural Cooperatives Without
Hightower, in writing or by fax, in order
Credit Available Elsewhere
4.000 to be placed on the agenda. James
Hightower, Public Information Officer,
The number assigned to this disaster
SBA, Georgia District Office, 233
for physical damage is 10797C and for
Peachtree Street, NE., Suite 1900,
economic injury is 107980.
Atlanta, GA 30303, phone (404) 331(Catalog of Federal Domestic Assistance
0100, Ext. 215 and fax (202) 481-2313,
Numbers 59002 and 59008)
e-mail: James.hightower@sba.gov.
For more information, see our Web
Herbert L. Mitchell,
site at https://www.sba.gov/ombudsman.
Associate Administrator for Disaster
Percent
BILLING CODE 8010–01–P
ACTION:
6639
Assistance.
[FR Doc. E7–2296 Filed 2–9–07; 8:45 am]
BILLING CODE 8025–01–P
Matthew Teague,
Committee Management Officer.
[FR Doc. E7–2228 Filed 2–9–07; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
Region 1—Maine District Advisory
Council; Public Meeting
DEPARTMENT OF STATE
The U.S. Small Business
Administration Maine District Advisory
Council, located in the geographical
area of Augusta, Maine will hold a
public meeting on Wednesday, February
21, 2007, starting at 10 a.m. The meeting
will be held at Mainely Trusses, Inc., 7
Truss Lane, Fairfield, ME.
The purpose of the meeting is to
discuss such matters as may be
presented by members, staff of the U.S.
Small Business Administration, or
others present.
For further information, write or call
Mary McAleney, District Director, U.S.
Small Business Administration, Maine
District Office, 68 Sewall Street, Room
512, Augusta, Maine 04330, telephone
(207) 622–8386; fax (207) 622–8277.
U.S. Advisory Panel to the U.S. Section
of the North Pacific Anadromous Fish
Commission; (Notice of Renewal)
Matthew Teague,
Committee Management Officer.
[FR Doc. E7–2226 Filed 2–9–07; 8:45 am]
BILLING CODE 8025–01–P
SMALL BUSINESS ADMINISTRATION
Public Federal Regulatory
Enforcement Fairness Hearing; Region
IV Regulatory Fairness Board
The U.S. Small Business
Administration (SBA) Region IV
Regulatory Fairness Board and the SBA
Office of the National Ombudsman will
hold a public hearing on Thursday,
February 22, 2007, at 10 a.m. The
meeting will take place at the Auburn
PO 00000
Frm 00123
Fmt 4703
Sfmt 4703
[Public Notice 5666]
The Department of State has renewed
the Charter of the U.S. Advisory Panel
to the U.S. Section of the North Pacific
Anadromous Fish Commission (NPAFC)
for another two years, effective February
1, 2007.
The NPAFC was established by the
Convention for the Conservation of
Anadromous Stocks in the North Pacific
Ocean, signed on February 12, 1992, by
Canada, Japan, the Russian Federation,
and the United States, and entered into
force on February 16, 1993. The U.S.
Advisory Panel will continue to work
with the U.S. Section to promote the
conservation of anadromous fish stocks,
particularly salmon, throughout their
migratory range in the North Pacific
Ocean, as well as ecologically related
species.
The U.S. Section of the Commission
is composed of three Commissioners
who are appointed by the President.
Each Commissioner is appointed for a
term not to exceed 4 years, but is
eligible for reappointment. The
Secretary of State, in consultation with
the Secretary of Commerce, may
designate alternate Commissioners. The
Advisory Panel to the U.S. Section is
composed of 14 members, 11 of whom
are appointed by the Secretary, in
consultation with the Secretary of
Commerce. Advisory Panel members
E:\FR\FM\12FEN1.SGM
12FEN1
Agencies
[Federal Register Volume 72, Number 28 (Monday, February 12, 2007)]
[Notices]
[Pages 6637-6639]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E7-2248]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-55211; File No. SR-Phlx-2006-79]
Self-Regulatory Organizations; Philadelphia Stock Exchange, Inc.;
Notice of Filing and Order Granting Accelerated Approval of Proposed
Rule Change, as Modified by Amendment No. 1, Relating to an Amendment
to the Generic Listing Standards for Trust Shares
January 31, 2007.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Exchange Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby
given that on November 29, 2006, the Philadelphia Stock Exchange, Inc.
(``Phlx'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which items have been substantially prepared by
the Exchange. On January 29, 2007, the Exchange filed Amendment No. 1
to the proposed rule change.\3\ The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons, and is granting accelerated approval to the proposed rule
change as modified by Amendment No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, the Exchange supplemented the rationale
for its request for accelerated approval and made technical changes
to the proposed rule text.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Phlx Rule 803--Criteria for
Listing--Tier 1, regarding generic listing standards for Trust Shares.
The text of the proposed Phlx Rule is set forth below, with new text
italicized and deleted text [bracketed].
Rule 803 Criteria for Listing--Tier I
* * * * *
(a)-(h) No Change.
(i) Trust Shares
(1)-(10) No Change.
(11) The Exchange may approve a series of Trust Shares for trading,
whether by listing or pursuant to unlisted trading privileges, pursuant
to Rule 19b-4(e) under the Securities Exchange Act of 1934 provided
each of the following criteria is satisfied:
(a) Eligibility Criteria for Index Components. Upon the initial
listing of a series of Trust Shares on the Exchange, the component
stocks of an index or portfolio underlying such series of Trust Shares
shall meet the following criteria as of the date of the initial deposit
of cash and securities into the trust:
(i)-(ii) No Change.
(iii) The most heavily weighted component stock cannot exceed
[25]30% of the weight of the index or portfolio, and the five most
heavily weighted component stocks cannot exceed 65% of the weight of
the index or portfolio;
(iv)-(v) No Change.
(b)-(h) No Change.
(j)-(m) No Change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change, and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item III below. The Exchange has prepared summaries, substantially set
forth in Sections A, B, and C below, of the most significant aspects of
such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to conform Phlx's
generic listing standards for Trust Shares, specifically Rule
803(i)(11)(a)(iii), to the standards of other exchanges. Phlx Rule 803
provides generic listing standards for Trust Shares to permit listing
and trading of these securities pursuant to Rule 19b-4(e) under the
Act.\4\ Rule 19b-4(e) provides that the listing and trading of a new
derivative securities product by a self-regulatory organization shall
not be deemed a proposed rule change, pursuant to paragraph (c)(1) of
Rule 19b-4,\5\ if the Commission has approved, pursuant to Section
19(b) of the Act,\6\ the self-regulatory organization's trading rules,
procedures and listing standards for the product class that would
include the new derivative securities product, and the self-regulatory
organization has a surveillance program for the product class.\7\
---------------------------------------------------------------------------
\4\ 17 CFR 240.19b-4(e).
\5\ 17 CFR 240.19b-4(c)(1).
\6\ 15 U.S.C. 78s(b).
\7\ See Securities Exchange Act Release No. 40761 (December 8,
1998), 63 FR 70952 (December 22, 1998).
---------------------------------------------------------------------------
These generic listing standards are intended to ensure that stocks
with substantial market capitalization and trading volume account for a
substantial portion of the weight of an index or portfolio. Phlx Rule
803 provides that, upon the initial listing of a series of Trust Shares
under Rule 19b-4(e), component stocks that in the aggregate account for
at least 90 percent of the weight of the index or portfolio must have a
minimum market value of at least $75 million. In addition, the
component stocks in the index must have a minimum monthly trading
volume during each of the last six months of at least 250,000 shares
for stocks representing at least 90 percent of the weight of the index
or portfolio. Currently, Rule 803(i)(11)(a)(iii) provides that the most
heavily weighted component stock in an underlying index cannot exceed
25 percent of the weight of the index or portfolio, and the five most
heavily weighted component stocks cannot exceed 65 percent of the
weight of the index or portfolio. The
[[Page 6638]]
Exchange proposes to increase from 25 percent to 30 percent the
permissible weight of the most heavily weighted component stock in an
underlying index. The Exchange is not amending the existing requirement
that the five most heavily weighted stocks cannot exceed 65 percent of
the weight of the index or portfolio. According to the Exchange, this
change will provide additional flexibility to unit investment trusts to
be listed pursuant to Rule 19b-4(e) in structuring their products and
will help reduce possible concerns associated with a single stock
exceeding the 25 percent threshold immediately prior to initial listing
and trading due to a spike in the price of the most heavily weighted
index stock. The Exchange notes that, notwithstanding this change, unit
investment trusts (including Trust Shares) are subject to Internal
Revenue Code Subchapter M requirements applicable to regulated
investment companies. In order to maintain regulated investment company
status, these entities would be required to rebalance their portfolios
quarterly to avoid any one stock exceeding a 25 percent weighting in
the trust's portfolio.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \8\ in general, and furthers the objectives of Section
6(b)(5) of the Act \9\ in particular, in that it is designed to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general to protect investors and the public interest,
and is not designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange states that written comments were neither solicited
nor received.
III. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File No. SR-Phlx-2006-79 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-Phlx-2006-79. This
file number should be included on the subject line if e-mail is used.
To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for inspection
and copying in the Commission's Public Reference Room. Copies of such
filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-Phlx-2006-79 and should be submitted on or before March
5, 2007.
IV. Commission Findings and Order Granting Accelerated Approval of a
Proposed Rule Change
After careful consideration, the Commission finds that the proposed
rule change is consistent with the requirements of the Exchange Act and
the rules and regulations thereunder applicable to a national
securities exchange.\10\ In particular, the Commission finds that the
proposed rule change is consistent with the requirements of Section
6(b)(5) of the Exchange Act,\11\ which requires, among other things,
that the Exchange's rules be designed to promote just and equitable
principles of trade, to remove impediments and to perfect the mechanism
of a free and open market and a national market system, and in general,
to protect investors and the public interest. The Commission believes
that the proposed rule change is reasonably designed to provide
additional flexibility in the listing of Trust Shares under the
Exchange's generic listing standards. Further, the Commission believes
that the proposed rule change will serve to protect investors and the
public interest by maintaining the size and liquidity requirements
applicable to the securities underlying the relevant index or
portfolio.
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\10\ In approving this proposed rule change, the Commission
notes that it has considered the proposed rule's impact on
efficiency, competition, and capital formation. See U.S.C. 78c(f).
\11\ 15 U.S.C. 78f(b)(5).
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The Commission finds good cause for approving the proposed rule
change prior to the 30th day after the date of publication of the
notice of filing thereof in the Federal Register. The Commission has
previously approved similar proposals by the American Stock Exchange
LLC (``Amex''), Chicago Board Options Exchange, Incorporated (``CBOE'')
and New York Stock Exchange LLC (``NYSE'').\12\ Therefore, the proposed
rule change does not raise any new issues.
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\12\ See Securities Exchange Act Release Nos. 44532 (July 10,
2001), 66 FR 37078 (July 16, 2001) (SR-Amex-2001-25) (approving an
increase for indexes underlying Portfolio Depositary Receipts and
Index Fund Shares listed on the Amex); 44908 (October 4, 2001), 66
FR 52161 (October 12, 2001) (SR-CBOE-2001-38) (approving an increase
for indexes underlying Index Portfolio Receipts and Index Portfolio
Shares listed on the CBOE); 53934 (June 1, 2006), 71 FR 33326 (June
8, 2006) (SR-NYSE-2006-39) (approving an increase for indexes
underlying Investment Company Units).
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the Act
\13\ that the proposed rule change (SR-Phlx-2006-79), as modified by
Amendment No. 1, is approved on an accelerated basis.
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\13\ 15 U.S.C. 78s(b)(2).
[[Page 6639]]
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For the Commission, by the Division of Market Regulation,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E7-2248 Filed 2-9-07; 8:45 am]
BILLING CODE 8010-01-P